Navigating the future together...

Sustainability Awareness for Financial Services

The role of accountants and financial advisers in today's rapidly changing world is not just about numbers; it involves understanding and influencing the future trajectory of businesses. As global shifts usher in a new era of sustainability, those at the forefront of their industry are poised to be the pioneers, guiding their clients through uncharted waters.

Ask yourself...

Do your clients truly grasp the gravity of imminent sustainability regulations?

The Task Force on Climate-related Financial Disclosure (TCFD) is a new paradigm for reporting. Yet the reality is that a considerable number of businesses large and small are unprepared or even unaware of this sea change and its implications for their operations.

Enter: our tailored programme, Sustainability Awareness for Financial Services.

This is not just another course - it's a comprehensive, blended learning journey curated with precision for the modern accountant and financial services adviser. Our mission is to equip you with a broader understanding of sustainability through a practical, hands-on process. This will help you to steer both your staff and your clients through the maze of new regulations, corporate responsibility requirements, and changing stakeholder expectations.

By joining this programme, you're staying ahead of the game. Dive deep into the world of sustainability and become the beacon your clients need.

So, what's involved?

In an era where the world of businesses is increasingly being shaped by sustainability issues, the savvy accountant or adviser must be well-versed in the intricacies of the ESG (environmental, social, and governance) landscape. This course is an invitation to understand the emerging world of sustainability so that you can help your clients to effectively navigate the changing landscape.

Delve into a carefully designed programme spread across five immersive modules. Tailored for the busy professional, each module is designed for self-paced learning. Expect to invest just 1.5 to 2 hours per module, with the freedom to explore additional readings and videos to deepen your learning.

Delve Deeper with Five Distinctive Modules

Module 1


This module provides you with an introduction to sustainability, how it is defined in the modern world, and why businesses need to think and take action beyond Net Zero.

Module 2

Sustainability in Context

This module is designed to familiarise delegates with the crucial frameworks and models that are useful to help guide sustainable businesses.

Module 3

Sustainable Business Leadership

This module highlights the crucial role of senior leaders in driving sustainable practices and becoming ethical and responsible businesses.

Module 4

Risks and Opportunities

of Sustainability

This module will provide a comprehensive understanding of the potential risks and opportunities tied to sustainability initiatives.

Module 5

Understanding TCFD: Task Force on Climate-related Financial Disclosures

This module will equip participants with the know-how to advise clients on TCFD, its implications, and its importance in today's business world.

By thoroughly understanding each module, participants will be better equipped to address the increasing demands for sustainability in the commercial world. Whether it's advising clients, implementing changes in their own firms, or simply gaining a competitive edge in the market, this course provides all the knowledge required.

Why this course is essential for today's accountants & advisers...

In the world of modern business, sustainability isn't just a buzzword; it's a transformative movement reshaping how we operate and redefining what it means to succeed. With the introduction of frameworks like the Task Force on Climate-related Financial Disclosure (TCFD), the realm of sustainability intersects more than ever with the core of accountancy. Are you prepared to guide your clients across this shifting terrain?

This course is tailored specifically for:

Audit & Assurance

CEOs, Partners, & MDs Financial Services Businesses

Lead with knowledge. Stay ahead of regulatory shifts and ensure your firm is not only compliant but also a guiding star for clients confronting these complexities.

Newly Qualified Accountants and Financial Advisers

Fresh in your role? Equip yourself with the tools to be the next-gen adviser – one who has their finger on the pulse of sustainable business practices and their financial implications.

Audit & Assurance

Client-facing Accountants and Advisers

Every interaction with clients is an opportunity to bring value. Be that trusted advisor who understands not just the numbers, but the broader horizon of change.

Sustainability isn't just concerned with environmental issues and Net Zero. It's about resilience, growth, and future-proofing businesses. And with mandates like TCFD becoming increasingly important, every accountant must be equipped to interpret, advise, and lead.

Smart Investment in the Future of your Practice

The world of accountancy is undergoing a revolutionary shift, and the key to staying ahead lies in understanding the intricate dance between finance and sustainability. This course is concerned with more than education—it's an investment in your future and the future of your clients.

Starting from £150 £97* plus VAT per delegate, here's what you stand to gain:

Comprehensive Knowledge

A curriculum rich in practical insights, geared to make you a thought leader in your field.

Essential Tools & Guidance

Beyond theories, gain hands-on tools and guidance that can be applied instantly to benefit both you and your clients.

Real-World Relevance

Dive into real-world examples that make abstract concepts tangible, ensuring you're always grounded in practical application.

Are you ready to lead the change?


Unlimited Spaces - All Year Round

Delve into a carefully designed programme spread across five immersive modules. Tailored for the busy professional, each module is designed for self-paced learning. Expect to invest just 1.5 to 2 hours per module, with the freedom to explore additional readings and videos to deepen your learning.

Starting from £150 £97* per person

Group Workshop

15 Spaces Available Per Group

The full programme includes access to all modules, resources and forums, and a one-day in-person workshop
designed to take your learning to the next level. Three of our expert consultants will guide you through
four practical sessions throughout the day, designed to help embed the knowledge you are gaining.

Starting from £350 £297* per person

*Introductory Price - available for a limited time only. Book now to secure your place.

If you are looking to enrol more than five members of your team, please get in touch with us to discuss our discounted rates for block bookings.

Our Experts...

Our experts are respected in their respective fields of sustainability, leadership and stakeholder engagement. They are all seasoned professionals and experienced trainers and collectively bring an unparalleled breadth and depth of knowledge and experience.

Denise Taylor


Managing Director

Charlotte Taylor


Operations Director

Anne Wilkinson

Leadership Expert

Strategy Director

Khandiz Joni


Senior Consultant

James Wyse


Senior Consultant

Callum John




Office Address

Concorde House

24 Warwick New Rd

Royal Leamington Spa


CV32 5JG

United Kingdom

Get In Touch

Office Hours

Mon – Fri 9:00am – 5:00pm

Sat – Sun – CLOSED


Phone Number

(+44) 1926 754061

Concorde House, 24 Warwick New Rd, Royal Leamington Spa, Leamington Spa CV32 5JG, UK

Office: Leamington Spa

Call: (+44) 1926 754061



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